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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1116 | 1019 | 1128 | 1299 | 1926 | 1963 |
Fund Return | 11.61% | 1.94% | 12.8% | 9.12% | 14.01% | 6.98% |
Place in category | 1276 | 1357 | 1301 | 706 | 580 | 603 |
% in Category | 88 | 90 | 92 | 54 | 50 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Fidelity 500 Index Institutional Pr | 631.62B | 28.05 | 11.42 | 13.34 | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 2.70 | - | - | |
JPMorgan Chase & Co | - | 2.68 | - | - | |
Mastercard Inc A | - | 2.64 | - | - | |
Alphabet Inc A | - | 2.56 | - | - | |
UnitedHealth Group Inc | - | 2.53 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | - | - | - |
Technical Indicators | - | - | - |
Summary | Neutral | Neutral | Neutral |
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